Use deal boards
Get an overview of your pipeline
Go to Opportunities > Pipelines and pick a deal board from the board selector at the top (you can search for boards by name), or create one for your needs with More Actions > Create Board. Boards can track renewals, swing deals, or pipeline for upcoming quarters.
Choose whose deals to see
Use the member selector to view deals for specific Team Members or a whole Team. You can select several members or teams at once.
Adjust the date range
Use the date filter to pick a preset or custom date range.
Filter deals
Add filters on CRM fields to narrow the board down. Combine them with the Warnings column to zero in on at-risk deals and drill into the details.
Organize deals
Review by tabs
Deal boards use tabs to group deals into categories such as stage, status, or forecast category. Set up tabs for open pipeline deals to review progress weekly. Use Hide Tabs if you want more room for the table.
Switch between deal and team views
- Deal: review pipeline health deal by deal.
- Team: see deals rolled up by team member to track individual contributions and team performance.
Sort columns
Click a column title to sort deals by that column, such as close date or activity.
View more rows
Choose to show 10, 20, or 50 rows per page.
Get deeper deal insights
Use trackers
Add tracker columns to spot risks, such as competitor mentions in calls or emails.
Monitor follow-ups
The Next Call column shows scheduled next steps at a glance. Make sure every deal has a follow-up plan.
Analyze activity
The activity column shows emails, calls, meetings, and more on a rolling timeline directly on the board. Open a deal to see its full Activity tab.
Dive into risks
The Warnings column highlights potential deal risks, such as ghosting, no recent prospect activity, or missing decision-makers. The Deal Pulse column shows a health score for each deal; open the deal's Deal Pulse tab for the details.
Keep your CRM up to date
Inline CRM updates
If the board owner has added Editable Fields - with CRM Sync, you can edit those fields (such as deal stage, close date, or owner) directly on the board. Updates sync to your CRM right away, so there's no need to enter the data again elsewhere. See Bidirectional (two-way) CRM sync on deal boards.
Sync from the deal page
On a deal page, click Sync with CRM to pull the latest values from your CRM, or Open in CRM to edit the record there.
Tips for success
- Set up tabs to group deals for easier pipeline reviews.
- Use Deal Pulse and Warnings to spot opportunities and risks faster.
- Use trackers to monitor the keywords and phrases that matter most to your pipeline health.
Hope this article was helpful. For any queries, please write to support@outdoo.ai